Wilbanks Smith & Thomas Asset Management’s iShares Semiconductor ETF SOXX Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,512	Closed	-$229K	–	524
2021 Q2	$229K	Hold	1,512	–	–	0.01%	453
2021 Q1	$214K	Buy	+1,512	New	+$207K	0.01%	441
2018 Q4	–	Sell	-300	Closed	-$19K	–	1167
2018 Q3	$19K	Buy	+300	New	+$18.5K	﹤0.01%	900

Other funds holding SOXX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SOXX Position: Q3 2021 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares Semiconductor ETF (SOXX) in Q3 2021, closing a stake of 1,512 shares — an estimated $229K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SOXX in Q3 2018 and held it in 3 quarters. The position peaked at $229K in Q2 2021. 383 funds tracked by Wall St. Rank hold SOXX as of Q3 2021.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares Semiconductor ETF position as of Q3 2021 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 1,512 iShares Semiconductor ETF shares in Q3 2021, an estimated $229K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares Semiconductor ETF in Q3 2018 and held it in 3 quarters.
Wilbanks Smith & Thomas Asset Management's iShares Semiconductor ETF position peaked at $229K in Q2 2021.
383 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2021.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2021, filed 4 Nov 2021.